This guide walks you through how to connect to your existing SmartVault account within Juno so you can pull source documents stored in SmartVault directly into Juno.
Connect to SmartVault
To connect to your SmartVault, navigate to “Organization” on the left-side panel. Open the “Integrations” tab. From the Integrations tab, click SmartVault and choose Connect.
A SmartVault authorization window will open. Enter your SmartVault login credentials and, when prompted, allow access for Juno.
Note: If the authorization window does not appear, check your browser’s pop-up blocker and allow pop-ups.
Once the integration is complete, you will be redirected to the Juno application. You can now browse your SmartVault folder structure and select files to upload into Juno when in the Source Document Upload step while using Preparer or Advisor.
SmartVault within Preparer
From the Preparer dashboard, select an existing client or start a new tax preparation. In the preparation workflow, proceed to the Upload Documents step. Select SmartVault from the list of supported storage providers.
Navigate to the appropriate client folder. Select the specific documents you want to upload into Juno. Review selection and upload.
The chosen files will appear in the Source Documents list, click “Continue” in the bottom right to upload them to the client’s tax preparation documents. Juno will then begin processing your documents. Once documents are finished processing, you will receive a banner notification “Upload Complete!”. Continue through the Preparer workflow to validate your documents.
SmartVault within Advisor
The steps to use SmartVault within Advisor are very similar to using it within Preparer. From the Advisor dashboard, choose the client you wish to reference. Click “Attach Files” and select SmartVault. Within your SmartVault folders, find the specific client documents you wish to upload. Extra Step: In the Upload Documents screen, assign a form type corresponding to the document you are uploading.
Click “Continue” and Juno will begin processing the document. An Upload in Progress banner will appear at the top of your screen to track the status of the upload. You will not be able to use Advisor until the document is finished processing.
Once the upload is complete, the Upload in Progress banner will update to “Upload Complete!”. Your document will not appear within Advisor but it will have been added to the client’s documents for reference. You are now ready to use Advisor.